Philip Park
Philip Park is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Oakbrook Terrace, IL, with 36 years of industry experience. Their practice areas include Investment Management. Their firm serves 228,442 clients with $340B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Baird offers several investment management programs, each with its own fee structure. Because the fees vary significantly depending on the program chosen, it is not possible to provide a single, concise fee summary. Clients should consult the full brochure or their financial advisor for details on specific programs.
Location
Two Mid America Plaza, Suite 904, Oakbrook Terrace, IL, 60181
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Philip is a board member and on the investment committee for Park Family Foundation since 2004, and an owner/member of JC Park Family LLC since 2010. Both activities require minimal time and are investment-related.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Previous Registrations
Wintrust Investments
Wayne Hummer Asset Management Company
Wintrust Investments LLCBroker
State Registrations24 states
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